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Nasdaq
NDAQ

716 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 275 increasing their positions, 225 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 56

22% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 225

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.3M

8% more capital invested

Capital invested by funds: $20.7B → $22.3B (+$1.64B)

5% more funds holding

Funds holding: 682 → 716 (+34)

0.38% more ownership

Funds ownership: 74.06% → 74.44% (+0.38%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
716
Holders Change
+34
Holders Change %
+4.99%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
275
Reduced
225
Closed
56
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$247M
2
BlackRock
BlackRock
New York
+$91.5M
3
Morgan Stanley
Morgan Stanley
New York
+$48.3M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$40.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$38.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$159M
2
Invesco
Invesco
Georgia
-$57.8M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$55.8M
4
Bank of America
Bank of America
North Carolina
-$44.3M
5
Goldman Sachs
Goldman Sachs
New York
-$39.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
676
My Personal CFO LLC
Washington
$6.13K +$6.23K +100 New
AAMU
677
AEGON Asset Management (UK)
United Kingdom
$6K -$1.93K -31 -25%
CFGS
678
Concourse Financial Group Securities
Alabama
$5.83K +$1.62K +26 +38%
SSB
679
Sandy Spring Bank
Maryland
$5.71K – – –
RTL
680
Red Tortoise LLC
Georgia
$5.71K +$5.79K +93 New
VNA
681
Valley National Advisers
Pennsylvania
$5K – – –
FWM
682
Focused Wealth Management
New York
$4.6K – – –
FGAM
683
Financial Gravity Asset Management
Texas
$4.59K -$56.6K -908 -94%
WPWM
684
Western Pacific Wealth Management
Illinois
$4.23K +$4.3K +69 New
TCA
685
Trifecta Capital Advisors
Illinois
$4.05K +$4.11K +66 New
BWM
686
BerganKDV Wealth Management
Minnesota
$3.34K +$62 +1 +2%
HS
687
Horan Securities
United States
$3.25K +$3.3K +53 New
BWM
688
Baystate Wealth Management
Massachusetts
$3K – – –
CWP
689
Concord Wealth Partners
Virginia
$2.94K +$2.99K +48 New
SIC
690
SJS Investment Consulting
Ohio
$2.88K +$1.56K +25 +114%
DI
691
Disciplined Investments
Oklahoma
$2.82K -$62 -1 -2%
BWA
692
BDO Wealth Advisors
Florida
$2.76K – – –
CTB
693
Country Trust Bank
Illinois
$2.58K -$1.5K -24 -36%
BHWM
694
Beaird Harris Wealth Management
Texas
$2.39K +$2.43K +39 New
GWM
695
Geneos Wealth Management
Colorado
$2.21K – – –
NC
696
NewSquare Capital
Pennsylvania
$2.21K +$1.12K +18 +100%
TFGT
697
TS Financial Group (TSFG)
Illinois
$2K – – –
CCMI
698
Creative Capital Management Investments
California
$2K +$1.68K +27 New
LCM
699
Logan Capital Management
Pennsylvania
$1.88K – – –
AWM
700
Abound Wealth Management
Tennessee
$1.84K – – –
26 27
28
29 30

NDAQ Hedge Fund Activity: Q4 2022 in Review

716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2022, worth a combined $22.3B — up 7.9% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new NDAQ positions and 56 closed out — a net gain of 47 holders — while 275 added to existing stakes and 225 trimmed.

The largest buyer was Vanguard Group, adding an estimated $247M. The largest seller was Massachusetts Financial Services, cutting an estimated $159M.

  • 716 institutional investors held Nasdaq (NDAQ) as of Q4 2022, up from 682 in Q3 2022.
  • Funds reported $22.3B of Nasdaq stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 103 funds opened new Nasdaq positions in Q4 2022 and 56 closed out, a net change of +47 holders.
  • The largest Nasdaq buyer in Q4 2022 was Vanguard Group, an estimated $247M added.
  • The largest Nasdaq seller in Q4 2022 was Massachusetts Financial Services, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2022.